TM

Thomas Mueller 1.8 2 ideas

General Partner, Dragonfly Capital
After 1 day
N/A
1/15 min ideas
After 1 week
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1/15 min ideas
After 1 month
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1/15 min ideas
1 winning  /  0 losing  ·  1 positions (30d)
Net: +2.4%
By sector
ETF
2 ideas +2.4%
Top tickers (by frequency)
XLRE 2 ideas
100% W +2.4%
Best and worst calls
Best calls
XLRE LONG +2.4%
Countries with lower debt-to-GDP ratios (e.g., Sweden at 35%) offer better potential for cap rate compression amid globa...
Feb 07
Worst calls
XLRE LONG +2.4%
Countries with lower debt-to-GDP ratios (e.g., Sweden at 35%) offer better potential for cap rate compression amid globa...
Feb 07
▶ YouTube Most People Win the Wrong Game w/ Thomas Mueller-Borja (TIP790)
Countries with lower debt-to-GDP ratios (e.g., Sweden at 35%) offer better potential for cap rate compression amid global debt concerns.
XLRE We Study Billionaires Feb 07, 22:45
Thomas Mueller
General Partner, Dragonfly Capital
▶ YouTube Most People Win the Wrong Game w/ Thomas Mueller-Borja (TIP790)
High fiscal spending and sovereign indebtedness create risks of rising term premiums which negatively impact real estate valuations.
XLRE We Study Billionaires Feb 07, 22:45
Thomas Mueller
General Partner, Dragonfly Capital
Thomas Mueller (General Partner, Dragonfly Capital) | 2 trade ideas tracked | XLRE | YouTube | Buzzberg